I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software. SmartValut and ShareFile are simple file-sharing and client portal programs that don't offer digital organizers or billing, and TaxDome allows that to happen.
Enrolled agent from Boundless Tax
There were three factors that swayed me to TaxDome: cost, document locking to a bill and invoicing from the portal. Cost was a factor in the decision to leave ShareFile.
Tax adviser from DAC